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Real Estate Select Sector SPDR Fund
XLRE

Overview Fund Activity

589 hedge funds and large institutions have $2.95B invested in Real Estate Select Sector SPDR Fund in 2023 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 206 increasing their positions, 224 reducing their positions, and 58 closing their positions.

Holders
589
Holders Change
+6
Holders Change %
+1.03%
% of All Funds
9.29%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
72
Increased
206
Reduced
224
Closed
58
Calls
$13.7M
Puts
$21.9M
Net Calls
-$8.21M
Net Calls Change
+$7M

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$423M
2
Millennium Management
2
Millennium Management
New York
$41.7M
3
Caisse de Depot et Placement du Quebec (CDPQ)
3
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$29.5M
4
CCM
4
Cullen Capital Management
New York
$26.6M
5
QIM
5
Quantitative Investment Management
Virginia
$21.4M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$1.68M
2
Bank of America
2
Bank of America
North Carolina
$369M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$11M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$21.9M
5
BlackRock
5
BlackRock
New York
$17M
Name Market Value Shares Shares
Change 		Shares
Change %
BA
626
Bristlecone Advisors
Washington
– – -2,265 Closed
FMII
627
Farmers & Merchants Investments Inc
Nebraska
– – -2,050 Closed
ONST
628
Old North State Trust
North Carolina
– – -1,739 Closed
FCA
629
Fortis Capital Advisors
Kansas
– – -1,640 Closed
SIA
630
SkyView Investment Advisors
New Jersey
– – -1,488 Closed
Deutsche Bank
631
Deutsche Bank
Germany
– – -1,020 Closed
HR
632
Howe & Rusling
New York
– – -213 Closed
ADL
633
Asset Dedication LLC
California
– – -198 Closed
MIFH
634
Migdal Insurance & Financial Holdings
Israel
– – -197 Closed
EWA
635
EverSource Wealth Advisors
Alabama
– – -190 Closed
JAWM
636
J. Arnold Wealth Management
Ohio
– – -153 Closed
FCAS
637
First Command Advisory Services
Texas
– – -152 Closed
WPWM
638
Western Pacific Wealth Management
Illinois
– – -150 Closed
AWM
639
Activest Wealth Management
Florida
– – -125 Closed
CB
640
CNB Bank
Pennsylvania
– – -86 Closed
M1FG
641
Mach-1 Financial Group
Arkansas
– – -81 Closed
WAG
642
Windsor Advisory Group
Ohio
– – -69 Closed
TAIM
643
TD Ameritrade Investment Management
Nebraska
– – -44 Closed
MFC
644
Mechanics Financial Corp
Ohio
– – -38 Closed
WWM
645
Wagner Wealth Management
South Carolina
– – -27 Closed
C
646
Covestor
United Kingdom
$0 6 -19 -76%
TCWA
647
Ten Capital Wealth Advisors
Washington
– – -15 Closed
MAWA
648
Moss Adams Wealth Advisors
Washington
– – -7 Closed
SSG
649
Summit Securities Group
New York
– – -1 Closed
Balyasny Asset Management
650
Balyasny Asset Management
Illinois
– – – –
23 24 25
26
27